Session Objective

Clean the Joe CMO onboarding Drive folder so core materials read as inventory, facts, and reference maps rather than personal task plans. Keep credential material value-free.

What Changed

• Rewrote the original core orientation docs into inventory/snapshot language and removed day-one/checklist framing.
• Renamed the actual Joe-root credentials folder to 04_Access_and_Credentials.
• Replaced raw credential-value docs with value-free inventory docs: credential sets, social accounts, and Google Ads API credential inventory.
• Kept CREDENTIAL-INDEX.md as a shortcut to the value-free credential index.
• Created 99_Tooling_and_API_Reference and moved mcp-Salesforce- plus google_ads_mcp out of the credential area.
• Rewrote access, agency/vendor, budget, receipt, Litify, strategy, brand-boundary, job-role, and creative-support docs into reference format.
• Updated stale indexes in 11_Litify_and_CRM, 17_Strategy_and_Goals_2026, and 04_Budgeting_and_Spend.
• Added the office-photo source note to 01_Runbook/01-Marketing-Onboarding-Inventory.md: the office Google Pixel phone syncs to Google Photos for community photos, client photos, and office-event photos.
• Consolidated 01_Runbook/00-Welcome-Joe.md into 00-Consolidated-CMO-Runbook.md, covering firm context, role scope, budget/authority, brand boundaries, creative/photo assets, vendors, access/systems, credentials handling, Litify attribution, planning horizons, spend/receipts, folder map, known gaps, and source-document references.
• Updated 01_Runbook/_INDEX.md so the consolidated runbook is the primary entry.

Verification

• Re-exported and scanned the edited batch from Drive.
• Targeted verification for the 10-document batch returned zero hits for the checklist/action phrase set.
• Follow-up stale-reference scan returned zero hits for old names such as 00-Access-Runbook, 04_Access_and_Logins, 30-60-90 Day Plan, and Sacred Cows (Sam to fill).
• Final first-level human-doc scan of 41 docs left only policy/legal hits and one false positive from search for Sam's name in the brand misspellings JSON.

Still Pending

• Google blocked moving Google_Ads_API_Design_Documentation.docx; it remains in the root.